| 6/11/2025 | Fortitude Financial LLC | 227,288 | $8.28M | 7.9% | +9.1% | 0.034% | |
| 6/10/2025 | Compass Financial Services Inc | 764 | $28K | 0.0% | N/A | 0.000% | |
| 6/2/2025 | Modern Wealth Management LLC | 97,874 | $3.56M | 0.1% | +171.7% | 0.015% | |
| 5/28/2025 | Vista Cima Wealth Management LLC | 101,219 | $3.69M | 2.7% | -17.0% | 0.015% | |
| 5/28/2025 | Intrua Financial LLC | 33,621 | $1.22M | 0.2% | +58.1% | 0.005% | |
| 5/22/2025 | Mattson Financial Services LLC | 79,549 | $2.90M | 0.9% | -34.0% | 0.012% | |
| 5/21/2025 | McAdam LLC | 9,383 | $342K | 0.0% | +19.0% | 0.001% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 632,745 | $23.04M | 0.8% | +6.3% | 0.095% | |
| 5/20/2025 | Belpointe Asset Management LLC | 228,146 | $8.31M | 0.4% | +87.9% | 0.034% | |
| 5/20/2025 | Focus Partners Wealth | 447,569 | $16.30M | 0.0% | +38.3% | 0.067% | |
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| 5/19/2025 | Jane Street Group LLC | 1,172,556 | $42.69M | 0.0% | N/A | 0.175% | |
| 5/19/2025 | SageView Advisory Group LLC | 28,017 | $1.02M | 0.0% | -12.0% | 0.004% | |
| 5/19/2025 | Advisory Alpha LLC | 4,211,961 | $153.30M | 5.2% | -4.4% | 0.629% | |
| 5/19/2025 | SCS Capital Management LLC | 382,221 | $13.92M | 0.2% | N/A | 0.057% | |
| 5/16/2025 | American Trust | 5,549 | $202K | 0.0% | -39.4% | 0.001% | |
| 5/16/2025 | McIlrath & Eck LLC | 5,389 | $196K | 0.0% | N/A | 0.001% | |
| 5/16/2025 | Empowered Funds LLC | 185,279 | $6.75M | 0.1% | +5.5% | 0.028% | |
| 5/16/2025 | Ascent Group LLC | 84,269 | $3.07M | 0.1% | +32.6% | 0.013% | |
| 5/16/2025 | Coppell Advisory Solutions LLC | 6,569 | $249K | 0.0% | -44.0% | 0.001% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 166,893 | $6.08M | 0.4% | +11.5% | 0.025% | |
| 5/16/2025 | Great Lakes Advisors LLC | 272,220 | $9.91M | 0.1% | -49.7% | 0.041% | |
| 5/16/2025 | Signature Estate & Investment Advisors LLC | 1,022,301 | $37.22M | 1.0% | +25.2% | 0.153% | |
| 5/16/2025 | Ashton Thomas Private Wealth LLC | 50,440 | $1.84M | 0.1% | +2.3% | 0.008% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 450,862 | $16.42M | 0.0% | +85.4% | 0.067% | |
| 5/16/2025 | Knightsbridge Asset Management LLC | 576,824 | $21.00M | 5.2% | -0.2% | 0.086% | |
| 5/16/2025 | Jones Financial Companies Lllp | 22,811 | $831K | 0.0% | -59.3% | 0.003% | |
| 5/16/2025 | Legacy Wealth Managment LLC ID | 5,182 | $189K | 0.1% | +4,698.1% | 0.001% | |
| 5/16/2025 | Obsidian Personal Planning Solutions LLC | 262,220 | $9.93M | 4.4% | +7.4% | 0.039% | |
| 5/16/2025 | Financial Strategies Group Inc. | 8,327 | $300K | 0.1% | -14.6% | 0.001% | |
| 5/16/2025 | Coordinated Financial Services Inc. CO | 14,392 | $524K | 0.4% | N/A | 0.002% | |
| 5/16/2025 | Redwood Financial Network Corp | 14,437 | $526K | 0.4% | -9.4% | 0.002% | |
| 5/16/2025 | Pinnacle Family Advisors LLC | 57,881 | $2.11M | 1.1% | +385.6% | 0.009% | |
| 5/16/2025 | NewEdge Advisors LLC | 674,357 | $24.55M | 0.1% | +19.9% | 0.101% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 876,638 | $31.92M | 0.4% | -10.1% | 0.131% | |
| 5/16/2025 | Clark Capital Management Group Inc. | 5,592 | $204K | 0.0% | -18.9% | 0.001% | |
| 5/16/2025 | AQR Capital Management LLC | 39,917 | $1.45M | 0.0% | +13.1% | 0.006% | |
| 5/15/2025 | EP Wealth Advisors LLC | 43,384 | $1.58M | 0.0% | -9.5% | 0.006% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 249,359 | $9.08M | 0.1% | +10.8% | 0.037% | |
| 5/15/2025 | One Wealth Capital Management LLC | 7,829 | $285K | 0.2% | -77.4% | 0.001% | |
| 5/15/2025 | Flputnam Investment Management Co. | 25,881 | $942K | 0.0% | -70.8% | 0.004% | |
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| 5/15/2025 | Royal Bank of Canada | 449,604 | $16.37M | 0.0% | +7.6% | 0.067% | |
| 5/15/2025 | Betterment LLC | 6,191,508 | $225.43M | 0.5% | -0.2% | 0.925% | |
| 5/15/2025 | Weitzel Financial Services Inc. | 64,551 | $2.31M | 1.1% | +3.5% | 0.010% | |
| 5/15/2025 | MAI Capital Management | 850,485 | $30.97M | 0.2% | -5.0% | 0.127% | |
| 5/15/2025 | Calton & Associates Inc. | 16,314 | $594K | 0.1% | +3.7% | 0.002% | |
| 5/15/2025 | Second Line Capital LLC | 566,088 | $20.61M | 5.3% | +3.9% | 0.085% | |
| 5/15/2025 | JDM Financial Group LLC | 405,031 | $14.75M | 7.5% | +5.7% | 0.061% | |
| 5/15/2025 | Vermillion & White Wealth Management Group LLC | 7,146 | $260K | 0.2% | -95.0% | 0.001% | |
| 5/15/2025 | WPG Advisers LLC | 1,052 | $38K | 0.0% | N/A | 0.000% | |
| 5/15/2025 | Tortoise Investment Management LLC | 233,728 | $8.51M | 0.9% | +5.8% | 0.035% | |
| 5/14/2025 | Triad Wealth Partners LLC | 24,461 | $891K | 0.3% | -2.6% | 0.004% | |
| 5/14/2025 | CreativeOne Wealth LLC | 165,902 | $6.04M | 0.2% | +59.7% | 0.025% | |
| 5/14/2025 | Redwood Investment Management LLC | 12,116 | $441K | 0.0% | -27.3% | 0.002% | |
| 5/14/2025 | Jane Street Group LLC | 1,172,556 | $42.69M | 0.0% | N/A | 0.175% | |
| 5/14/2025 | FWG Investments LLC. | 37,350 | $1.36M | 1.6% | -21.8% | 0.006% | |
| 5/14/2025 | Comerica Bank | 250,129 | $9.11M | 0.0% | +1.4% | 0.037% | |
| 5/14/2025 | Freedom Investment Management Inc. | 30,927 | $1.13M | 0.1% | +18.4% | 0.005% | |
| 5/14/2025 | Synovus Financial Corp | 10,752 | $391K | 0.0% | N/A | 0.002% | |
| 5/14/2025 | Cedar Point Capital Partners LLC | 16,629 | $605K | 0.4% | +2.3% | 0.002% | |
| 5/14/2025 | Smartleaf Asset Management LLC | 98,845 | $3.63M | 0.4% | -6.4% | 0.015% | |
| 5/14/2025 | Caitlin John LLC | 27,154 | $989K | 1.0% | +442.1% | 0.004% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 2,842,573 | $103.50M | 0.1% | +32.9% | 0.425% | |
| 5/14/2025 | JRM Investment Counsel LLC | 89,723 | $3.27M | 1.1% | -17.5% | 0.013% | |
| 5/14/2025 | Leslie Global Wealth LLC | 247,051 | $9.00M | 4.4% | -2.6% | 0.037% | |
| 5/14/2025 | Strategies Wealth Advisors LLC | 3,307,179 | $120.41M | 14.7% | +4.6% | 0.494% | |
| 5/14/2025 | Kestra Advisory Services LLC | 274,412 | $9.99M | 0.0% | -2.9% | 0.041% | |
| 5/14/2025 | Strategic Financial Planning Inc. | 376,383 | $13.70M | 9.4% | -0.1% | 0.056% | |
| 5/14/2025 | Compound Planning Inc. | 44,166 | $1.61M | 0.1% | +8.2% | 0.007% | |
| 5/14/2025 | Barnes Wealth Management Group Inc | 37,188 | $1.35M | 0.9% | -4.8% | 0.006% | |
| 5/14/2025 | Hobbs Group Advisors LLC | 298,276 | $10.86M | 4.1% | -8.1% | 0.045% | |
| 5/14/2025 | Ameriprise Financial Inc. | 3,488,793 | $127.03M | 0.0% | +0.4% | 0.521% | |
| 5/14/2025 | CW Advisors LLC | 180,132 | $6.56M | 0.1% | -4.7% | 0.027% | |
| 5/14/2025 | Summit Financial LLC | 101,870 | $3.71M | 0.1% | -0.9% | 0.015% | |
| 5/14/2025 | United Asset Strategies Inc. | 12,098 | $441K | 0.0% | -18.0% | 0.002% | |
| 5/14/2025 | TFB Advisors LLC | 27,684 | $1.01M | 0.3% | -1.0% | 0.004% | |
| 5/14/2025 | GM Advisory Group LLC | 382,319 | $13.92M | 0.8% | -0.6% | 0.057% | |
| 5/14/2025 | Breed s Hill Capital LLC | 128,294 | $4.67M | 2.5% | +5.5% | 0.019% | |
| 5/14/2025 | Capital Analysts LLC | 84,629 | $3.08M | 0.1% | +16.0% | 0.013% | |
| 5/14/2025 | Level Four Advisory Services LLC | 53,292 | $1.94M | 0.1% | -30.5% | 0.008% | |
| 5/14/2025 | Vertex Planning Partners LLC | 112,691 | $4.10M | 0.9% | +5.2% | 0.017% | |
| 5/14/2025 | Venture Visionary Partners LLC | 89,085 | $3.24M | 0.1% | -4.5% | 0.013% | |
| 5/14/2025 | JT Stratford LLC | 475,859 | $17.33M | 3.1% | -29.2% | 0.071% | |
| 5/14/2025 | RWA Wealth Partners LLC | 154,004 | $5.61M | 0.1% | -12.7% | 0.023% | |
| 5/13/2025 | Aptus Capital Advisors LLC | 679,267 | $24.73M | 0.3% | +11.8% | 0.101% | |
| 5/13/2025 | Cascade Financial Partners LLC | 280,887 | $10.23M | 1.3% | +1.9% | 0.042% | |
| 5/13/2025 | Intrepid Financial Planning Group LLC | 11,450 | $417K | 0.2% | -4.4% | 0.002% | |
| 5/13/2025 | Raymond James Financial Inc. | 2,807,023 | $102.20M | 0.0% | -1.0% | 0.419% | |
| 5/13/2025 | Cresset Asset Management LLC | 154,504 | $5.63M | 0.0% | -0.5% | 0.023% | |
| 5/13/2025 | Schneider Downs Wealth Management Advisors LP | 1,576,264 | $57.39M | 10.4% | +7.4% | 0.236% | |
| 5/13/2025 | Alliance Wealth Advisors LLC UT | 54,820 | $2.00M | 0.5% | +4.1% | 0.008% | |
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| 5/13/2025 | Forvis Mazars Wealth Advisors LLC | 23,932 | $871K | 0.0% | -26.4% | 0.004% | |
| 5/13/2025 | Global Endowment Management LP | 87,808 | $3.20M | 0.4% | +95.0% | 0.013% | |
| 5/13/2025 | American Investment Services Inc. | 87,501 | $3.19M | 0.6% | -8.2% | 0.013% | |
| 5/13/2025 | LWM Advisory Services LLC | 23,902 | $870K | 0.6% | -4.0% | 0.004% | |
| 5/13/2025 | Howard Wealth Management LLC | 26,659 | $971K | 0.5% | -2.7% | 0.004% | |
| 5/13/2025 | Horizon Investments LLC | 6,250,807 | $227.59M | 6.8% | -9.2% | 0.934% | |
| 5/13/2025 | Harbor Advisory Corp MA | 115,175 | $4.19M | 1.4% | +7.5% | 0.017% | |
| 5/13/2025 | Financial Network Wealth Advisors LLC | 39,291 | $1.43M | 1.9% | +4.0% | 0.006% | |
| 5/13/2025 | NFP Retirement Inc. | 39,725 | $1.45M | 0.1% | -15.6% | 0.006% | |
| 5/13/2025 | MSH Capital Advisors LLC | 10,808 | $394K | 0.1% | -5.6% | 0.002% | |
